Demio + ServiceM8 Integration

Integrate Demio to ServiceM8 in one click, or tell Integrately AI how you want each registrant handled. Register attendees, create client records, update job details, alert your team, and track follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Demio
    Registrant joins webinar in Demio
  • Demio
    Registrant does not attend webinar in Demio
  • Demio
    Webinar has ended in Demio
  • ServiceM8
    Job is checked in in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job review is received in ServiceM8 Instant
  • ServiceM8
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    Job photo is added in ServiceM8 Instant
  • ServiceM8
    Job note is added in ServiceM8 Instant
  • ServiceM8
    Job is checked out in ServiceM8 Instant
  • ServiceM8
    Job invoice is sent in ServiceM8 Instant
  • ServiceM8
    Job invoice is paid in ServiceM8 Instant
  • ServiceM8
    Job badge is removed in ServiceM8 Instant
  • ServiceM8
    Job badge is added in ServiceM8 Instant
  • ServiceM8
    Job is updated in ServiceM8 Instant
  • ServiceM8
    Proposal is viewed in ServiceM8 Instant
  • ServiceM8
    Proposal is sent in ServiceM8 Instant
  • ServiceM8
    Message is received in inbox in ServiceM8 Instant
  • ServiceM8
    Form is submitted in ServiceM8 Instant
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Company is created in ServiceM8 Instant
  • ServiceM8
    New job is created in ServiceM8 Instant
  • ServiceM8
    New client is added in ServiceM8 Instant
  • ServiceM8
    Form is completed in ServiceM8 Instant
Arrow Right
2.
  • Demio
    Create registration for webinar in Demio
  • Demio
    Get an Event in Demio
  • ServiceM8
    Get staff by UUID in ServiceM8
  • ServiceM8
    Get job details by UUID in ServiceM8
  • ServiceM8
    Search client in ServiceM8
  • ServiceM8
    Get job client details by company UUID in ServiceM8
  • ServiceM8
    Get job client contact by company UUID in ServiceM8
  • ServiceM8
    Create a job in ServiceM8
  • ServiceM8
    Create a client in ServiceM8

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Ready WorkflowsReady Workflows   for Demio + ServiceM8 Integration

Capture webinar registrations, create service jobs, update client records, alert your team, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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Connect more apps to your Demio + ServiceM8 flow

Sync webinar leads with accounting, alert your team on messaging apps, and trigger automated client billing. Pick a combination and activate it in one click.

Demio
ServiceM8
+
GmailGmail (5)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (5)
+
StripeStripe (4)
+
TwilioTwilio (4)
+
Google CalendarGoogle Calendar (4)
D
S
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Send a Gmail confirmation email when a registrant joins a webinar in Demio, and create a client in ServiceM8
Every Demio webinar registrant receives a confirmation email in Gmail and a new client record is automatically created in ServiceM8.
D
S
G
Email your team in Gmail when a new job is created in ServiceM8 after a webinar ends in Demio
Notify your operations team in Gmail whenever a ServiceM8 job is created following a completed Demio webinar session.
S
D
G
Send a feedback request in Gmail when a job is completed in ServiceM8 after a webinar registrant attends in Demio
Automatically send a follow-up feedback email in Gmail when a ServiceM8 job is completed for a webinar participant.
S
D
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Create a webinar registration in Demio when a job quote is accepted in ServiceM8, and email access details via Gmail
Automatically register accepted ServiceM8 quote clients for upcoming Demio webinars and send access details via Gmail.
D
S
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Send a re-engagement email in Gmail when a registrant does not attend a webinar in Demio and update ServiceM8
Reach out to absent webinar registrants via Gmail and update their client status in ServiceM8.

Supported triggers and actions for Demio and ServiceM8

Mix and match to build the exact automation you need

Demio
Demio Triggers & Actions
Registrant joins webinar in Demio
Triggers the automation when any registrant joins a webinar
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Registrant does not attend webinar in Demio
Triggers the automation when any registrant fails to attend a particular webinar
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Webinar has ended in Demio
Triggers the automation when a webinar session reaches its scheduled end time
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Create registration for webinar in Demio
Registers a new participant for a webinar
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Get an Event in Demio
Fetches information about a event
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ServiceM8
ServiceM8 Triggers & Actions
Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
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Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
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Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
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Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
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Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
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Instant
Job status is changed in ServiceM8
Triggers automation when a job status is changed
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Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
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Instant
Job quote is sent in ServiceM8
Triggers automation when a job quote is sent
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Instant
Job quote is accepted in ServiceM8
Triggers automation when a job quote is accepted
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Instant
Job photo is added in ServiceM8
Triggers automation when a photo is added to a job
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Instant
Job note is added in ServiceM8
Triggers automation when a note is added to a job
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Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
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Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
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Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
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Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
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Instant
Job badge is added in ServiceM8
Triggers automation when a badge is added to a job
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Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
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Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
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Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
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Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
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Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
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Instant
Company is created in ServiceM8
Triggers automation when a new company is created
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Instant
New job is created in ServiceM8
Triggers the automation when a new job is created
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Instant
New client is added in ServiceM8
Triggers the automation when a new client is added
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Instant
Form is completed in ServiceM8
Triggers the automation when a form is submitted
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Get staff by UUID in ServiceM8
Retrieve staff details using UUID
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Get job details by UUID in ServiceM8
Retrieve job details using UUID
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Search client in ServiceM8
Searches client by name
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Get job client details by company UUID in ServiceM8
Retrieve client by company details using UUID
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Get job client contact by company UUID in ServiceM8
Retrieve client contact company details using UUID
Try it →
Create a job in ServiceM8
Creates a new job
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Create a client in ServiceM8
Creates a new client record
Try it →

What can you automate with Demio + ServiceM8?

Connect your webinar registrations and service management workflows to run your business without manual handoffs.

What you can automate?
🔄
Create ServiceM8 clients from Demio signups
Automatically generate a new client profile in ServiceM8 the moment a registrant joins your webinar in Demio. Eliminate manual data entry and keep your customer database up to date.
📝
Capture every submitted registration field
Map custom webinar questions and attendee details from Demio directly into ServiceM8 client fields instead of just names and emails, ensuring complete records.
🔔
Notify your staff in real time
Send instant notifications to your operations team whenever a new webinar registrant is added or a service job is created in ServiceM8.
🔀
Route workflows based on attendance
Trigger different follow-up actions depending on whether a registrant attended the Demio webinar or missed the live session.
🔄
Keep client records perfectly synchronized
Automatically update existing ServiceM8 client details whenever webinar participation status changes in Demio.
🔍
Prevent duplicate records in ServiceM8
Search existing client databases in ServiceM8 before creating new entries from Demio webinar registrants, maintaining data cleanliness.
Handle job and quote status changes
Trigger automated webinar registrations or client notifications when ServiceM8 job quotes are accepted or jobs are completed.
🔌
Extend your workflow to messaging and email
Connect your Demio and ServiceM8 core flow with Slack, Gmail, or Twilio to alert teams and message clients automatically.
And much more...

Who is Demio + ServiceM8 integration for?

Connecting Demio and ServiceM8 helps service businesses and webinar organizers eliminate manual data entry, streamline client onboarding, and keep operational records synchronized instantly.

Performance marketers
Performance marketers
Field service managers
Field service managers
Client success teams
Client success teams
Operations coordinators
Operations coordinators
Service dispatchers
Service dispatchers
Business administrators
Business administrators
📈
Performance marketers
You're running webinar campaigns across multiple channels but your client database only updates when someone manually exports registrations, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new registrant lands in ServiceM8 instantly and your data stays current.
Field service managers
You need to dispatch field technicians as soon as client consultations conclude, but finding out about new webinar attendees takes too long because records sit in separate tabs — automating both apps means every webinar signup creates a job instantly and your dispatchers can act without delay.
🤝
Client success teams
You answer to stakeholders who want to see live engagement metrics and service progress reported in real time, but manual tracking leaves blind spots in your pipeline — this integration means every webinar attendance and service update is recorded automatically so your reports are always accurate.
📊
Operations coordinators
The volume of webinar registrants and service bookings is too high for anyone to keep up by hand, leading to missed client profiles and administrative backlog — connecting these apps means high-volume data flows seamlessly between Demio and ServiceM8 without human error.
⚙️
Service dispatchers
You own the client onboarding step and depend on webinar organizers to hand over lead details before you can create jobs, causing frustrating bottlenecks — with this integration, every new Demio registrant is handed off to ServiceM8 instantly so you can start work right away.
📋
Business administrators
You need a reliable history of all client interactions and webinar participation, but manual logging keeps leaving gaps in your customer history — automating both apps means every touchpoint is captured in ServiceM8 with complete accuracy.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Demio + ServiceM8

Build and manage your Demio + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Demio + ServiceM8 with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Demio to ServiceM8?
Frequently Asked Questions
You can connect Demio to ServiceM8 instantly using ready workflows or 1-click automation setup on Integrately. You can also integrate apps like Gmail, Slack, and QuickBooks Online with Integrately AI.
Can I automatically create a ServiceM8 client when someone registers for a webinar in Demio?
Frequently Asked Questions
Can I connect Demio, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Demio and ServiceM8?
Frequently Asked Questions
How does Demio handle webinar registration data during integration?
Frequently Asked Questions
How does ServiceM8 manage new client profiles created from webinars?
Frequently Asked Questions
Do I need coding skills to automate Demio and ServiceM8?
Frequently Asked Questions
Is the Demio and ServiceM8 integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

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You Can Also Connect Demio or ServiceM8 With 1500+ Other Apps

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